Nvidia Climbing the Wall of Worries
Nvidia guided FY2028 revenue toward $700 billion, roughly 70% growth, while supply constraints and neocloud demand face concerns over hyperscaler capacity and rival chips.
Thursday, August 27, 2026
25h ago MT $56B ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company
Capital Connoisseur 26h ago VRT $99B Vertiv: AI's Physical Bottleneck Is Expanding Its Value Per Megawatt
LL Insights From X
PAA Research on X
Not sure what to think about the action in the $SMH and $NVDA ecosystem names ripping higher as $GEV and $ENR giving back ALL of their gains since they reported 1Q26 results. Notable at the very least.
PAA Research on X
Abercrombie & Fitch rose 10% after a solid quarter and guidance, while buybacks cut share count 7-10% annually and tight inventory supports Hollister sales.
Fierce_beast on X
OpenAI’s early compute buying is improving customer service versus Anthropic and pushing AI rivals to match its infrastructure spending.
Fierce_beast on X
11 reasons for why i'm long $goog: https://t.co/2HTd3mVPKx
Fierce_beast on X
@ramahluwalia how much are you investing in $acn as a % of your book?
Fierce_beast on X
how is this not the end for $wix and $gddy? https://t.co/nY1p4vAMfN
Maj Soueidan on X
Monster Beverage, then Hansen Natural, was sold after a quick 2x during its early energy-drink launch despite its later success.
Maj Soueidan on X
RTX’s $22.9 billion, seven-year Tomahawk contract requires supplier investment; SIF lists Raytheon as a customer and supplies military-aerospace forgings for missile and ordnance applications.
Investor Letters
All letters- Sequoia Fund 2025 GOOGL $4.2T
- Palm Harbour Capital fourth quarter LNA $428M
- Palm Harbour Capital first quarter of 2023 TKMAF $7.7B
- Patient Capital Management 2Q25 BABA $289B
- Patient Capital Management 3Q25 PGEN $2.6B
- Intrepid Capital 2Q26 GOOGL $4.2T
- First Eagle Investments 3Q 2025 6273 $28B
- Bireme Capital 2Q22 HCA $93B
GM 2026-08-27 General Motors: The Billion Mile Moat
Muhammad Cheema 
Nvidia’s Long-Term Margin Question
Nvidia faces questions over the durability of its long-term profit margins ahead of earnings.
[scuttleslops] AI Data Center Economics, ADI, INTU, IDXX
AWS AI campuses cost $40–$45 billion per gigawatt, with Trainium 3 expected to lift compute per megawatt and improve infrastructure returns.
Big Tech Off-Balance Sheet Concerns
Big Tech’s $3 trillion AI commitments are disclosed and largely long-dated, with nearly 60% of Amazon’s $650 billion commitments falling…
Shitcos, Griftcos, and alignment versus enrichment at $IREN
IREN awarded each co-CEO roughly 9 million RSUs, about 2.5% of shares and $400 million, in exchange for no further equity grants until…
$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
Nubank's 140 million customers, 20% efficiency ratio and 30% ROE frame whether its high-teens P/E reflects a scalable fintech or a maturing…
The $1.5 Trillion of Hidden Debt Fueling the AI Boom | Robin Wigglesworth of FT Alphaville
Hyperscalers’ off-balance-sheet lease and purchase obligations rose from roughly $1 trillion to $1.5 trillion, turning the AI buildout into…
Will Hubspot go the way of the Dodo?
HubSpot trades near its 2020 share price despite quadrupled revenue and $750 million in free cash flow, with Breeze AI upside weighed…
AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap
Steve Eisman argues the AI boom hinges on Anthropic and OpenAI’s importance to hyperscalers, while weighing software, CoreWeave and Cisco…
[scuttleslops] ZTS, APO, FISV, TTD, RELY
Zoetis’s U.S. companion-animal revenue fell 6% as dermatology competition drove rebates and discounts, pushing full-year net pricing to…
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The Impact of Autonomous Vehicles on Copart, A Timeline-Based Assessment - ($CPRT)
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Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers
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